Institutional Consulting Analyst
Focus Partners Wealth(6 days ago)
About this role
An Institutional Consulting Analyst at Focus Partners Wealth supports the firm’s Institutional team in West Hartford, CT, contributing to investment research, client reporting, and portfolio oversight within the wealth management platform. The role is part of a hybrid work model and supports the delivery of personalized investment solutions to institutional and advisor clients.
Required Skills
- Investment Research
- Due Diligence
- Quantitative Analysis
- Portfolio Construction
- Reporting
- Compliance
- Communication
- Excel
- CRM
- Adobe
Qualifications
- Bachelor's Degree in Finance
- Series 65
- CFA
- CIMA
About Focus Partners Wealth
focusfinancialpartners.comFocus Financial Partners is a partnership platform that invests in and partners with independent wealth management, business management, and related financial services firms, building an interdependent ecosystem. It provides capital, strategic and operational support, shared services, and client solutions to help partner firms scale while preserving their advisor-led model. Focus also operates a network of affiliated firms and publishes research and insights to support advisors and clients across wealth management and investing.
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